HORIZON™ for Ladenburg
Your Current 5-Year Benchmark Period Results
Note: Stated performance results may be understated by the
amount of any current fund distributions. Results of any fund distributions will
appear in your next Action Report.
As of July 25, 2022, the HORIZON™ Model Portfolio
for the Ladenburg Savings plan (LTS) has seen a
48.1% pure investment return
(excludes plan growth due to contributions)
over the past
66-months since the most recent
rolling five-year benchmark performance period started on January 1, 2017
Compass Investors urges subscribers not to focus on short-term results--whether
up or down--as you should instead focus on the superior results that HORIZON™ provides over the long-term (see Market Cycle results that follow). HORIZON™ is the ONLY strategy that you can count on to produce increased
gains in sustained up markets and protection of account value in severe down
thereby always keeping you on the path towards having Retirement Income
During the Market Cycle that began 01/01/1997, as of 07/25/22, an initial $100,000 starting investment guided by HORIZON™’s Adaptive Asset Allocation™ (AAA) strategy grew by $1,441,293 to $1,541,293, a growth of 1,441% (excluding any additional contributions). Please refer to the Service Disclaimer for additional information on the calculation of performance and the use of proxy and benchmark funds in the HORIZON™ Model Portfolio.
This compares to the growth, over that same period, of $100,000 invested in the following alternatives:
- The Plan Index (PI)* grew by $465,301 -- HORIZON™’s growth was 210% higher.
- The best performing Formulaic Asset Allocation (FAA)** fund (Fidelity Freedom® 2020) grew by $358,530 -- HORIZON™’s growth was 302% higher.
- The S&P 500 Index with dividends grew by $728,909 -- HORIZON™’s growth was 98% higher.
HORIZON™ Starting Year Results
Click on your HORIZON™ enrollment year to view your plan's benchmark results:
The path to
Retirement Income Security requires a commitment to a
long-term view. Saving for retirement is a marathon, not a sprint. Horizon™'s
unique approach of identifying best positioned funds based on the current market
conditions, combined with on-going periodic adjustments assures stability and conservation
of portfolio value during down markets and acceleration of growth during up markets.
Horizon™ significantly outperforms the best of the most commonly used and
advocated investment strategies during all market periods.